Sahara Tax Gain Growth Return

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Showing Funds Performance since Sep 07, 2020

Sahara Tax Gain Growth Fund Overview

Min. investment

SIP ₹500 & Lump. ₹500

AUM (Fund size)

5 Cr

Lock In Period

3 Years

Expense Ratio

2.7

Exit Load

Nil

Benchmark

BSE 200 Total Return

Summary

Sahara Tax Gain Growth NAV is ₹53.9014 as of 2 Jun, 2026. Sahara Tax Gain Growth has delivered -22.88% returns since its launch. The minimum SIP investment amount in Sahara Tax Gain Growth is ₹500. The AUM of Sahara Tax Gain Growth is ₹5 Cr. The expense ratio of the fund is 2.7%, and its benchmark is BSE 200 Total Return. The current exit load of the fund is Nil. In the last 1M months, Sahara Tax Gain Growth has delivered -31.13% returns.

Sahara Tax Gain Growth Calculate Returns

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Growth Review

DurationFund Return(%)Category Average(%)Category Best(%)
1M-31.130.214.38
6M-26.021.6620.20
1Y-28.634.9436.07
3Y-8.3014.1297.35

Portfolio Analysis

  • Equity: 97.83%
  • Debt: 2.14%
  • Others
As on: 2019-12-31
View allocation % by

1. HDFC BANK LTD7.38%
2. ICICI BANK LTD7.13%
3. INDUSIND BANK LIMITED3.71%
4. AXIS BANK LIMITED3.23%
5. CITY UNION BANK LIMITED3.18%
6. STATE BANK OF INDIA3.16%
7. BAJAJ FINANCE LIMITED2.56%
8. THE FEDERAL BANK LIMITED2.43%
9. BAJAJ FINSERV LTD1.98%
10. RBL BANK LIMITED1.50%

1. RELIANCE INDUSTRIES LTD8.99%

1. IPCA LABORATORIES LTD3.56%
2. DIVI S LABORATORIES LIMITED2.75%
3. ALEMBIC PHARMACEUTICALS LIMITED2.49%

1. EXIDE INDUSTRIES LTD2.56%
2. BAJAJ AUTO LTD1.85%
3. BALKRISHNA INDUSTRIES LTD1.35%
4. APOLLO TYRES LTD0.95%

1. DABUR INDIA LTD2.84%
2. TATA GLOBAL BEVERAGES LTD. (EX- TATA TEA LTD)2.55%
3. MARICO LIMITED0.18%

1. ATUL LTD3.28%
2. TATA CHEMICALS LTD1.99%

1. TECH MAHINDRA LTD2.55%
2. CYIENT LIMITED (EX INFOTECH ENTERPRISES LTD)1.41%

1. BATA INDIA LTD3.90%

1. MOLD-TEK PACKAGING LIMITED1.92%
2. SUPREME INDUSTRIES LTD.1.88%

1. COROMANDEL INTERNATIONAL LTD2.63%

1. GLAXOSMITHKLINE CONSUMER HEALTHCARE LTD.2.25%

1. KALPATARU POWER TRANSMISSION LTD1.90%

1. DIXON TECHNOLOGIES (INDIA) LIMITED1.90%

1. BLUE STAR LTD1.83%

1. INDIAN HOTELS CO LTD1.72%

1. CUMMINS INDIA LTD1.67%

About Fund Sahara Tax Gain Growth

Sahara Tax Gain Growth managed by Sahara Mutual Fund,is a Tax Saving (ELSS) Fundsscheme with Assets Under Management of ₹5 Crore. The fund benchmarks its performance against the BSE 200 Total Return while maintaining an expense ratio of 2.7. Under the expert guidance of Khozem Jabalpurwala ,the fund implements a disciplined investment approach aligned with its mandate. The scheme requires a minimum investment of ₹500 for SIP and ₹1,000 for lump sum investments, making it accessible to diverse investor profiles.

Fund Managers

Khozem Jabalpurwala

Mr. Khozem Jabalpurwala is a Commerce Graduate. He has experience of nearly 18 years in the equity segment.

Peer Comparison

Fund NameRatingsAUMExpense Ratio
Sahara Tax Gain Growth04.94 CR2.7
Motilal Oswal ELSS Tax Saver Fund Growth44658.52 CR1.99
Fund Name1Y3Y
This FundSahara Tax Gain Growth-29.4557-22.4272
This FundMotilal Oswal ELSS Tax Saver Fund Growth4.004584.1062

Sahara Tax Gain Growth FAQs

Sahara Tax Gain Growth's fund is managed by experienced SEBI-registered investment fund manager , who implements the fund's strategy through research-backed decisions while adhering to its stated objectives.

The expense ratio of Sahara Tax Gain Growth is 2.7. This expense ratio is calculated by dividing the fund's operating expenses by its net assets.

Sahara Tax Gain Growth’s fund performance is as follows:
  • 1 Month : -31.13%
  • 6 Months : -26.02%
  • 1 Year : -28.63%
  • 3 Years : -8.30%
Returns of Sahara Tax Gain Growth are updated daily based on NAV of ₹ 53.9014 as on Apr 03,2020. Since inception, the return has been -22.88%.

You can invest in Sahara Tax Gain Growth through SIP with a minimum of ₹500 monthly or make a lump sum investment of a minimum ₹1,000. Additional purchase minimums vary by scheme.

The fund size (AUM) of Sahara Tax Gain Growth is ₹5 crore. It changes based on market performance, inflows, and outflows.

You can track your investment in Sahara Tax Gain Growth through our website, our Choice FinX mobile app, regular statements, and email updates. Our customer support team is available for queries.